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宁德时代锁单 10万吨高压实磷酸铁锂项目新建!
起点锂电· 2025-10-15 10:13
Group 1 - The core viewpoint of the article emphasizes the growing demand and price increase for high-pressure dense lithium iron phosphate (LFP) materials, which are expected to be in high demand in 2025 due to advancements in fast-charging technology and the need for large-capacity energy storage batteries [3][4]. - The price of high-pressure dense LFP is projected to rise by 500-1500 yuan per ton in 2025, with a premium of 2000-3000 yuan per ton compared to standard third-generation products [3]. - Companies are actively increasing the production capacity of high-pressure dense LFP to meet the anticipated demand [4]. Group 2 - Sichuan Fulian New Materials is progressing with an environmental assessment for a project to produce 350,000 tons of new energy lithium battery cathode materials annually [5][7]. - The project will include various production systems and is part of a collaboration between Fulian Precision and Chuanfa Longmang, with a total investment in multiple projects including high-pressure dense LFP and lithium dihydrogen phosphate [8]. - The production process using lithium dihydrogen phosphate and ferrous oxalate allows for high density and performance while reducing costs through integrated capacity construction [9]. Group 3 - Jiangxi Shenghua, a subsidiary of Fulian Precision, has a current annual production capacity of 300,000 tons of high-pressure dense LFP, with a significant revenue increase of 71.99% year-on-year, reaching 4.829 billion yuan in 2024 [9]. - A strategic partnership with CATL has been established, with a prepayment agreement of 1.5 billion yuan to secure LFP supply, indicating strong demand from leading battery manufacturers [10]. - The collaboration will deepen as both companies plan to increase their stakes in Jiangxi Shenghua, enhancing its position in the market [10].